AI for medical clinics, built around your front desk and booking system

A clinic front desk answers the same questions all day. Can I move Thursday? Do you take my insurance? How many sessions are left on my package? Where do I park? They answer them between patients at the counter, so the phone rings out and the voicemail piles up.

We build AI for medical clinics, dental practices and aesthetic clinics that takes the routine calls and messages, books from your real calendar, fills cancelled slots and chases recalls. Anything clinical, urgent or unclear goes to a person, with the conversation attached.

Quick answer

Trilix AI builds custom AI for clinics and dental practices: a phone and messaging agent that books, reschedules and sends reminders from your real calendar, waitlist refills, recall campaigns and an owner dashboard. Anything clinical goes to your staff. It's quoted per clinic as a one-time setup fee plus a monthly fee.

AI phone agent call transcript. A caller asks if they need an appointment for an oil change; the agent gives the wait time, books 4:30 p.m. and leaves the store manager a note about squeaking brakes.
AI phone agent, one call from start to booking.Sample screen, fictional data.

Who this is for

Independent and group dental practices

Practices where empty chairs, unanswered evening enquiries and overdue recalls cost more than anyone tracks. See AI receptionist for dental offices for the phone side in detail.

Medical and multi-specialty clinics

Clinics with several departments sharing one front desk and one phone number, where no-shows leave gaps that never get filled.

Aesthetic, laser and skin clinics

Clinics where most clients are on packages, so the desk spends the day on session counts, reschedules, prep notes and aftercare.

Clinic groups with several locations

Owners and operations managers who want one view of bookings, no-shows, response times and open requests across every site.

Where clinic front desks lose time

Calls during patient check-in

The phone rings while someone is checking in at the counter. The caller hangs up and books elsewhere, or leaves a voicemail nobody returns until the afternoon.

Evening and weekend enquiries

Someone messages at 10 p.m. about a new appointment. The reply goes out the next day, after they've found another clinic.

No-shows and late cancellations

A slot opens at short notice and there's no quick way to offer it to the patients who wanted an earlier time.

Recalls and treatment plans that stall

Hundreds of past patients are overdue for a cleaning or a check-up. A patient quoted for a larger treatment goes home to think about it and never hears back.

No single picture of the day

Bookings live in the practice software, calls in the phone system, messages in three inboxes. The owner sees the totals at month-end, if at all.

What we build for clinics

ProblemWhat we buildDemo build
Calls missed at the deskA phone agent that books, reschedules and cancels from the live calendar, answers routine questions and writes a summary into the call logMulti-specialty clinic, aesthetic clinic
Late-night messagesA messaging agent that replies with open times and the right prep notes, and books when the patient picks a slotAesthetic clinic, dental practice
Empty chairsReminders before each visit, and a waitlist that offers cancelled slots to patients who wanted an earlier timeDental practice
Overdue recalls and stalled plansRecall lists grouped by type, and pending treatment plans with a next step for each, for your coordinator to send or callDental practice
Paperwork after visitsDraft notes and reports for the clinician to check, edit and sign. Nothing leaves without sign-offMulti-specialty clinic
No view across sites or departmentsAn owner dashboard with bookings, no-shows, response times, escalations and open requestsPrivate hospital command center

All four are demo builds on sample data. We keep the clinics' names private.

What stays with your staff

Medical advice

The agent doesn't give medical advice, diagnose or recommend treatment. Symptom questions, results and anything that needs clinical judgment go to the right person on your team.

Urgent calls

You set the words and situations that count as urgent before launch. Those calls are handed to staff straight away, or the caller is told to contact emergency services, following the script your team approves.

Sign-off on anything clinical

Where the system drafts a note or a report, a clinician reviews and signs it before it goes anywhere.

The final say on edge cases

If the agent isn't sure what a caller wants, it takes a message with the details and flags it. It won't guess.

How a clinic build goes live

  1. A call with you and the front desk. We go through the calls and messages you get most, your booking rules and what should always go to a person.
  2. Connect the booking system and phone line. Through the system's official connection or export. Which systems get connected is agreed in the written scope.
  3. A first version in about 10 days, usually the phone agent or the messaging agent for one location.
  4. Run it next to the desk. Your team reviews transcripts and escalations, and we adjust the scripts before it takes more of the load.
  5. Out from there, one location or one workflow at a time: reminders, waitlist, recalls, the dashboard.

Patient data

Your clinic owns its data. The system can be hosted by us or run in an account your business owns, with access set by role and a log of every request. For US clinics, HIPAA requirements, including which vendors need a business associate agreement, are worked through in the written scope before anything is built. For Canadian clinics, the same applies to PIPEDA and provincial health privacy rules. See data and security.

How pricing works

Every build is quoted after the first call, based on the booking system, the channels and how many locations go live. There's a one-time setup fee and a monthly fee after launch that covers hosting, monitoring, fixes and the next items on your roadmap. A pilot on one location or one workflow has a fixed setup fee. See what custom AI costs for how this compares with answering services and self-serve tools.

When a self-serve tool is enough

If you run one location, your booking software already has online booking, and most of what you need is calls answered after hours, an off-the-shelf AI receptionist may be all you need. Custom work makes sense when the agent has to book from your real calendar, follow your own escalation rules or tie into several systems. See AI receptionist for how the options compare.

Frequently asked questions

Something else on your mind? Ask us directly or call 416-262-2723.

Does the AI give medical advice?

No. It handles bookings, rescheduling, reminders and routine non-clinical questions. Anything clinical, sensitive or unclear is passed to your staff and logged for follow-up.

Can it book straight into our practice management system?

That's the goal of most builds. It depends on what your system allows through its official connection. We confirm it on the first call and write it into the scope.

What should a clinic automate first?

Usually the phone at one location: bookings, reschedules and the questions the desk answers most. Reminders and the waitlist come next, because they fill chairs that would otherwise sit empty.

How are urgent calls handled?

Your team sets the rules before launch. Urgent calls go to a person straight away, or the caller is directed to emergency services, following the script you approve.

Is it HIPAA compliant?

Compliance depends on how the system is set up and which vendors handle patient data. For US clinics we work through HIPAA in the written scope, including business associate agreements, before anything goes live.

Will patients know they're talking to AI?

They should. We set the agent up to say it's an AI at the start of the call, and patients can ask for a person. During staffed hours the call is transferred; after hours the agent takes a message.

Do you work with clinics in the US and Canada?

Yes. We're based in Vaughan, Ontario, and work with businesses in the US, Canada, the UK and Europe.

…They can build out anything. It started out just automating some reports. And then I was like, hey, can you do this? He’s like, absolutely.

Auto repair shop owner, United States

You give us one call and access. We do the rest.

No long discovery project and no new software for your team to learn first. We start with what costs you most and ship it.

  1. 1

    One 30-minute call

    You walk us through how the business runs and where the time goes. We show what we’ve built for other operators and sketch your one-year roadmap.

  2. 2

    You give us access

    Logins or read access to the systems involved: phones, POS, accounting, cameras. We handle the setup from there.

  3. 3

    We build, you check

    We build around your own data and show it working before anything goes live. Your part is a short review.

  4. 4

    Live in about 10 days

    Then we keep it running every month and work down the roadmap with you. Bigger builds go live in phases.

More on how it works

Run a clinic where the phone never stops?

Book a call and we'll walk through the demos, then sketch what we'd build first for your front desk.